Christian A. Hermo LLC

RIASEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
100% of AUM
Avg account
$178K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154947
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Christian A. Hermo LLC operates as a small, independent registered investment adviser serving individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm’s investment profile shows a clear tilt toward equities, with a substantial portion placed in non-exchange-traded equity positions. Advisory services are delivered on a fee basis that can include a percentage of assets under management, hourly billing, or fixed fees, which suits a mix of ongoing portfolio relationships and project-based planning work. The adviser is not positioned as an ESG-active manager and does not advertise multi-state or pension consulting specialties. The firm’s scale and asset mix suggest a boutique practice where decisions are likely directed by the named principal, Christian A. Hermo. With limited total assets and a small client roster, portfolio construction appears concentrated and customized rather than model-driven at large scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 60%, Exchange Traded Equities 20%, Cash & Cash Equivalents 20%60%
  • Non-Exchange Traded Equities60%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • Christian Hermo

    Christian Hermo

    PresidentCRD 5515080

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth